Rebecca helps clients clarify their life goals and builds strategies to achieve them. For 10 years prior to joining RBC Wealth Management, Rebecca advised high-net-worth individuals and families in complex charitable investments, most recently as the director of partner engagement at Social Venture Partners (SVP) where she helped individuals align their philanthropic interests, values and desired legacy with their giving. Prior to SVP, Rebecca worked with many wonderful parents and grandparents who were major donors to KidsQuest Children’s Museum in Bellevue.
Rebecca will receive her MBA with a concentration in finance from the Ross School of Business at the University of Michigan in May, and earned a Bachelor’s of Arts in sociology and law, society and justice from the University of Washington. Rebecca has passed the Series 7 and 66 exams and holds Washington insurance licenses.
A native of Ohio and a proud Pacific Northwest transplant, Rebecca wooed nearly her entire extended family to join her around Puget Sound. Her husband, Gabe, and their young daughter enjoy hiking, camping, biking and running, and are particularly fond of the beauty found in the mountains and valleys around Cle Elum, Washington.